Bulk Editing Sources

Learn how to apply tags, assign reviews, and update the review status of multiple sources at once

Written by Jeff Kerr Updated over a week ago

When you need to modify the review status, tags, or assigned review or more than a handful of sources, it's much faster to edit in bulk than to make your edits one a time.

To bulk edit sources, click Bulk Edit Records at the top left side of the list of sources. You'll now be able to select which sources you want to edit using the checkboxes on the left-most column. You can also click the option to Select All or Deselect All. Once you've selected the sources you want to update, click the Edit Multiple button.

This will bring up a form that allows you to choose the value you want to apply for each source's assigned reviewer, review status, and tags. If you leave any of these fields unchanged, no changes will be made to the records: their original values will be preserved. If you make a change, the value you set will be applied to all of the records you selected.

The tags section of the bulk edit form has some special features:

When you initially open the bulk editor, each of the tags's checkbox will either be empty, have a checkmark, or have a horizontal line across it.

A tag that starts with an empty checkbox is a tag that is currently attached to none of the records you selected. Click the checkbox to apply it to all of the selected records.

A tag with a horizontal bar in the checkbox is applied to some, but not all of the sources you selected. If you don't want this tag to be added to or removed from any of the sources you selected, do not click on the checkbox.

A tag with a checked checkbox is currently applied to all of the sources you selected. Unchecking it will remove it from the sources.